Legal Question in Wills and Trusts in Alabama
my dad passed away 4 years ago.....I am 37 and an only child. My mom has a very large home and a lot of assests acquired by her and my father. She is engaged to a man with no job who has signed his home over to one of his 4 children and moved in with her. She says she talked with a lawyer regarding whether she needed to have agreement drawed up regarding her home and assests should something happen to her and he told her nothing was necessary because they have no children together and both have a "history". So basicly if she dies, he will be expected to move out and will get nothing and everything will go to me just as stated in my parents will. Is this correct? I have been told that I won't be able to make him move out and that he will be entitled to part of what she has.
1 Answer from Attorneys
That is NOT correct. The "Agreement" would be her will. If she dies first with no will, you will be entitled to half of her estate and he will be entitled to the other half of her estate. If there is a will, and it is in force when she dies (she could revoke the will at any time) the terms of that will should probably govern. (I say probably, because I don't know what the will says) The husband would still be entitled to a "Spousal Elective Share" (this statutory provision keeps a person from disinheriting a spouse, unless the spouse has a seperate estate which is larger than 1/3 of the estate of the spouse who has died) which could be as much as 1/3 of the estate, even if it is willed to you only. There is nothing that will stop her from giving the husband an interest in the house, or anything else for that matter. If your mother wants you to inherit on her death, and the husband to receive none of the property she and your father accumulated, you and she should go to an attorney and craft documents that will make that happen. Don't expect it to happen by itself. As it stands, he is entitled to at least a spousal elective share. Get the help of an attorney, and get it now. As harsh as this sounds, if you wait until your mother's death, you may have waited too late! Good Luck